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Adding Documents to Existing Work Items

Introduction

This document provides information on how to add supplemental documentation to a Work Item that has been created in Docupace using the Account Wizard/Starting Point. Some types of supplemental documents you may need to add to existing forms are:

  • Death Certificates

  • POA Documents

  • Copies of Government IDs

  • And so on.

You are welcome to read this guide in order or view sections as needed.

Table of Contents